Refunding Past/Historical Credit Card / CC charges

Enter in the correct date parameters to search for the CC transaction to refund

Scroll down to Payments

If the credit card transaction is older than 90 days you will not be able to refund back to the card (we discard CC details after 90 days for security purposes); you will need to use the "New Refund Credit Balance" function instead; see the "Refund by check" link below

Click the [Refund] link for the Credit Card transaction to refund

Enter in the amount to refund

Save Credit Card Refund

Step #2

IF you are refunding for incorrect invoicing YOU MUST ALSO DO THE FOLLOWING.